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New mail online message email communication laptop computer desk

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

Family walking in the country

How advisors are connecting with clients’ kids

Providing early guidance on goals and investing serves the whole family

Loneliness adds to at-risk seniors’ vulnerability: report

FINRA found that isolation can impact decision-making, including when it comes to finances

Close up of a woman using a laptop

Young Canadians ready to focus on finances

Pandemic job losses remain a challenge, however

  • By: Staff
  • March 12, 2021 March 12, 2021
  • 11:55
Indecisive and lost man chooses the right path

Taking a pass on pricey products

Clients need advisors who control costs

Tabatha Bull

Client Confidential: Tabatha Bull

Canadian Council for Aboriginal Business president and CEO talks retirement and resilience

Concept of finding solution with many white arrows showing different directions

What are your top three considerations when choosing a fund?

We asked three advisors

family

Pandemic forces restaurant owner to rethink plans

Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”

Clients think they’re good savers. You can help by showing them they aren’t

Most people perceive their financial management through rose-coloured glasses

continuing education

Title reg puts credentialing bodies to the test

How they score will reflect on advisors and planners

Happy team of businesspeople moving office, packing boxes, smiling.

How advisors can help women overcome pandemic challenges

Financial fallout has affected women most

Two golden coins - Bitcoin and Ethereum

Canada’s big banks not likely to join Bitcoin bandwagon: DBRS

Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says

senior woman walking on a tightrope

Canadians need help with goals, financial ruts

Pandemic uncertainty weighs on clients, recent polls suggest

  • By: Staff
  • February 10, 2021 February 10, 2021
  • 14:30

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Industry talk with new and veteran advisors

What attracted them to financial services?

How social networks influence investors

Even the best financial advice must contend with other sources of information

Beware of conflicts when working with couples

Dealing with a request outside your joint engagement

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll